I need my AGI from 2020 to e-file my 2021 tax return. How do I get it, and what are my options if I can't get it in time for the filing deadline?

December 21st, 2023

I am 71 years old and received Social Security benefits in 2021, along with income from two jobs totaling $73,564. I also have an IRA but did not contribute to it in 2021. I'm working on my 1040-SR form and need advice on whether to use the SS benefits worksheet or Form 590-A for determining taxable Social Security benefits. My SS benefits are listed as $28,752 in SSA-1099 box 3, with no benefits in box 4, and I have $111 in taxable interest income.

August 6th, 2023

I am using TurboTax and encountered a form 8812 for Credits for Qualifying Children that I cannot delete, preventing me from filing my return. We do not need this form and are in New Jersey, not Puerto Rico. How can I resolve this issue?

August 5th, 2023

My AGI for 2020 does not match the AGI used by TurboTax, causing my tax filing to be rejected. I filed my taxes by mail last year as a married couple jointly, but this year we filed separately. I do not have access to my IRS account. What should I do to resolve this issue?

May 5th, 2024

My fiancé took out money to help my business stay open during the pandemic. He cashed out stocks which bumped him up to a higher tax bracket. We tried to set aside enough to cover taxes but last year we were blindsided by a 15k state tax bill. This year we are afraid we will be in the same boat. That would make a 30k tax bill he’s facing even though he was helping me. Besides payment plans, should we have these two years looked at by a CPA to see if we are missing anything? Right now he has been doing them by hand by himself.

April 12th, 2024